Microsoft Teams Add-In
Outbound Calls
start microsoft teams calls via the unaric voice add in using the dial pad, call history, or your synced from salesforce (contacts, accounts, leads, or users) and office 365 contacts after typing a name and clicking the search icon, matching records appear, and the call can be started by selecting the desired phone number interface desktop mobile during the call , the active call screen appears in the unaric voice add in this screen shows call direction, contact name or number, and call timer moreover, it allows you to toggle do not log the call in salesforce control bar options include hold/resume leave the rest of the interface, including dialing in, is dimmed to prevent starting another call make a call open the unaric voice add in in microsoft teams desktop or in the microsoft teams mobile app to choose which number will be shown to the call recipient, select the outbound caller id the currently active outbound caller id is displayed directly below the call button; you can hover options for more details use the dial pad to enter a phone number manually or type a number in the input field above the dial pad you can also search for a record by typing a name (at least 3 characters) and then clicking the magnifying glass icon to search search categories contacts (salesforce) accounts (salesforce) leads (salesforce) users (salesforce)—only active users with valid licence office 365 contacts if the selected record contains multiple phone numbers, you can choose the correct one before placing the call by looking at the search key highlighted in the results if the salesforce contact has no phone number, the account phone number, if available, will be displayed instead to start the call, click or tap the call button an unaric voice modal window will appear, showing call direction contact name (if known from salesforce) or phone number + (external) optionally, check do not log the call in salesforce to skip creating a salesforce task once you have started the call, a microsoft teams call pop up appears accept the call from the teams pop up you cannot join the call from the unaric voice modal you can leave/decline the call from either the unaric voice modal or the teams pop up once the call is accepted, the active call screen appears the screen shows the call direction, the contact or number and the call timer if you do not want to log the call in salesforce, check the checkbox do not log the call in salesforce a control bar allows you to hold/resume the call open/close a dial pad to send dtmf tones during the call leave the call the rest of the interface is dimmed to prevent starting another call make a call from call history open call history in the unaric voice add in in desktop , hover over a call entry to reveal the green call button if you're using mobile , tap the green call icon next to the entry click or tap the button to start the call